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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2022 | Present |
| Freedom Boat Club | Warwick | RI | 05/2020 | 08/2021 |
| Umass Dining | Amherst | MA | 02/2020 | 03/2020 |
| Supercharged Entertainment | Wrentham | MA | 06/2019 | 01/2020 |
| The Luggage Factory | Wrentham | MA | 02/2018 | 06/2019 |
| Town Talk Roast Beef & Wings | North Attleboro | MA | 10/2017 | 02/2018 |
| Bruno's Pizza | Amherst | MA | 10/2021 | 05/2022 |
| Northworks | North Attleboro | MA | 08/2015 | 09/2017 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2019 | 05/2022 |
| Westfield State University | Westfield | MA | 09/2018 | 05/2019 |
| North Attleboro High School | North Attleboro | MA | 09/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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